About Us

    The Ascent Group, LLC is an SEC registered investment advisor based in Virginia Beach, VA with several billion dollars in wealth and retirement plan assets under management. The Ascent Group has built out its own turnkey asset management platform (TAMP) to provide enhanced value to clients through compelling asset management strategies and scaled pricing. By partnering with asset managers and strategists, The Ascent Group has customized specific programs and strategies that solve a range of client and advisor needs. The Ascent Group is an Alera Group company, focused on helping Alera Wealth Services expand TAMP access to provide value to more clients and advisors.

     

    Partner Websites

    Walsh & Nicholson Financial Group

    Summit Group of Virginia

     

    Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

    EXPERT EDUCATION

    Events and Webinars

    Employee Benefits

    Q2 2025 Quarterly Compliance Webinar

    Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.

    May 6, 2025 at 01:00 pm CT | Virtual

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    Employee Benefits

    2025 Healthcare and Employee Benefits Benchmarking Report: How Does Your Benefits Program Stack Up?

    In this session, our experts will dive into the results of our annual, market-leading benchmarking survey.

    June 26, 2025 at 01:00 pm CT | Virtual

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    Employee Benefits

    Dynamic Data: Strategies for Success

    Join us for this session, as our experts will share how to utilize your organization’s data to create advanced and innovative strategies for success.

    July 17, 2025 at 01:00 pm CT | Virtual

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    THOUGHT LEADERSHIP

    Insights

    Wealth Services

    Weekly Market Update

    Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report. 

    May 5, 2025

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    Property and Casualty

    Severe Weather Is Getting Worse. Is Your Business Interruption Insurance Keeping Up?

    The increasing frequency and severity of weather- and climate-related events such as catastrophic storms, floods and wildfires make business continuity planning more important than ever. Part of your plan should include reviewing your organization's Business Interruption Insurance coverage.

    May 5, 2025

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    Employee Benefits

    A Challenge for Mental Health Awareness Month: Make It Enjoyable

    Achieving and maintaining wellbeing takes work, but that doesn’t mean it can’t be enjoyable and even fun. May is Mental Health Awareness Month, and with that comes Alera Group’s annual Mental Health Awareness Toolkit, this year featuring something we believe employers and their entire organizations will really enjoy: the 31-Day Challenge for Positive Wellbeing.

    April 29, 2025

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    Wealth Services

    Weekly Market Update

    Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks.

    April 28, 2025

    Find out more